Croban’s Xcel Energy XEL Stock Holding History

Croban’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	13,573 +441	+3%	+$35.2K	0.48%	54
2026 Q1	$1.04M	Buy	13,132 +1,034	+9%	+$81.1K	0.49%	53
2025 Q4	$894K	Buy	12,098 +264	+2%	+$20.8K	0.43%	55
2025 Q3	$954K	Buy	+11,834	New	+$856K	0.64%	52

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Croban's XEL Position: Q2 2026 in Review

Croban increased its Xcel Energy (XEL) stake by 3.4% in Q2 2026, buying an estimated $35.2K and bringing the position to 13,573 shares worth $1.09M. The position accounts for 0.48% of the portfolio, ranked #54.

Croban first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Croban held 13,573 shares of Xcel Energy worth $1.09M as of Q2 2026.
Croban bought 441 Xcel Energy shares in Q2 2026, an estimated $35.2K.
Xcel Energy made up 0.48% of Croban's portfolio in Q2 2026, its #54 holding.
Croban first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.